Grants
What is a grant?A grant is a contribution given by a constituent (company or individual) for a particular purpose. Grants differ from traditional contributions in that they usually require progress reporting back to the grantor and may require contracts delineating how the money can be used. Fo…How can I track and manage grants?A grant is a contribution given by a constituent (company or individual) for a particular purpose. Grants differ from traditional donations in that they usually require progress reporting back to the grantor and may require contracts delineating how the money can be used. For ex…How do I identify an organization or constituent as a grantor?From the constituent's Profile tab (Company or Individual), select YESin theIs Grantor field. Save the record and you will see a tab appear called Grantor Infowhere you can track grant proposals and reporting for this constituent.What can I track on the Grantor Info Tab?For constituents with theIs Grantor field activated, you can track basic information about the grantor on the Grantor Info tab including: - Type is an editable drop down list where you can identify the different types of granting agencies you work with. For example Foundations,…How do I add a Grant Proposal?To add a proposal, the constituent must first be identified as a Grantor on their profile page. Once they are identified as a Grantor, a new tab will appear called Grantor Info. When the new Grantor is set up, you can add information about the type of granting organization they…What if I have more than one grant proposal for the same grantor?First you populate the desired fields on the Grantor Info Tab click on the Save button. Once saved, an Add Proposalbutton will display. Here you can add multiple proposals for the same grantor. Each proposal is tracked independently.Where do I see all of my grants across all my constituents?You can find all grant proposals by going to Workspace Transactions & Invoicing Grants. Here you will see a grid will all the grant proposals that have been submitted to all the grantors.This grid works like others in the software and you can create custom views for things like…How do I show that a grant has been funded?1. Once the grant gets funded, open the grant proposal from the Grants grid by double clicking on Tools on the left side of the grid, then Edit. 2. Change the Statusto "Funded" and complete the remaining fields. ClickUpdate to save the changes. 3. Be sure you have a Mail Merge G…How do I connect the funding to the grant proposal?Prior to connecting the contribution to the grant, ensure the grant proposal includes: 1. Status= Funded 2. A Granted Amount. 3. A Granted Date. When you record the gift record for this grant (or if it is already entered) you can set the Grant field to YES and then link it to th…How can I tie a proposal to the grant transaction record?The grant must be identified as approved for funding prior to connecting it to a gift. Go to the Grants grid under the Fundraising Module and click on the Tools menu, then Edit. Change the Status toFunded and enter Granted Date and the amount to be received underGranted Amount.…